failure to respond or late response
on 01 Oct 2014
Last Applicant/ Owned by
400 S. El Camino Real
San Mateo
CA
94402
Serial Number
86109722 filed on 04th Nov 2013
Registration Number
N/A
Correspondent Address
William Steiner
Filing Basis
1. use application currently
Disclaimer
NO DATA
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalan Read More
Financial advisory and consultancy services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of wealth management services; Insurance and financial information and consultancy services; Investment advice; Investment advisory services
15th May 2000
15th May 2000
No 86109722
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
01st Oct 2014 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
01st Oct 2014 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
28th Feb 2014 | NON-FINAL ACTION WRITTEN |
28th Feb 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
28th Feb 2014 | NON-FINAL ACTION E-MAILED |
20th Feb 2014 | ASSIGNED TO EXAMINER |
14th Nov 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
07th Nov 2013 | NEW APPLICATION ENTERED IN TRAM |